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CMS Webview What is the potential for this share ? (CWV)     

GEOFFREY.R - 01 Nov 2003 16:46

I bought shares in this company at 4.5p in September 2003. I see they are rising. Can anyone tell me please the growth potential for this company as they have just been awarded several new contracts ?

ajren - 04 Dec 2003 16:38 - 906 of 1924

Why the surprise ?

My Posts explained WHY over 11.00 would be overpriced and holders should sell at
11 because the risk was not worth taking i.e.it would fall below 11.rgds aj

GRAEME.ALEXANDER - 04 Dec 2003 16:39 - 907 of 1924

Why do a couple of people feel the need to keep repeating their own negative citisism (can't spell) time and time again when it gets very boring and displays childish behavior.I would listen more and give you some respect if you displayed a more adult behavior.By all means post your view but once is enough.
Graeme.

azhar - 04 Dec 2003 16:44 - 908 of 1924

I agree

ajren - 04 Dec 2003 16:44 - 909 of 1924

Graeme.
Please see my HYPE posters,etc re HYPERS living in a Walt Disney world of
Mickey Mouse fantasy land.rgds aj

ajren - 04 Dec 2003 16:48 - 910 of 1924

Holders decided to live in Fantasy Land instead of the Real World rgds aj

cobras - 04 Dec 2003 16:50 - 911 of 1924

AFFANCULO

ajren - 04 Dec 2003 17:12 - 912 of 1924

The ONLY thing that - normally - sets prices is VOLUME i.e.institutional
interests.Shares magazines/Broker recommendations/Charts/M.S.are ALL irrelevant
The CITY are ALWAYS working with the latest information so what else matters ?
Think about it...Why are tipsters/share magazines /etc writing articles
instead of cruising around the med ???The City operates on millions of dollars
worth of bonuses so who better to follow or better still i.e.anticipate what
they will do.I anticipated it and bought Corus at 8.00 rgds aj

ajren - 04 Dec 2003 17:21 - 913 of 1924

Everyone takes a different view of the amount of Volume that is important.
However,I keep glued to the screen and my buy/sell button when it goes over
3.5 Million rgds aj

happy to watch - 04 Dec 2003 17:21 - 914 of 1924

Hi Sue, you must have had a field day mopping up all those cheap shares at such crazy prices today (9.5-11). I'm sure the market makers will realise their pricing error this evening and take steps to avoid entering such low quotes tomorrow. There was a rumour going around that the market makers weren't even in after last night's bash, apparently they left Jean the cleaner in charge. Jean mustn't have had a chance to read the Quote Machine instructions covering "bottoms", do you know what page it is on?

Was this a case of Christmas sales arriving early for you? Talking of Christmas sales, we are still looking forward to having the opportunity of selling at 50p. Do you think this share needs a price "surge" or a Tsumami now?

boroboys - 04 Dec 2003 17:22 - 915 of 1924

Look, most of us are driven by profit/if you stayed in well, you won't be the first, if you got out well done!

So, if you are still in, I am too and supposed to know what I'm doing, decided not to take a profit at 18/19p and now look! But like most investors we have to learn by our mistakes and move-on.

Recently I bought Provalis at 13p, AND WATCHED IT DRIFT BACK TO 8P, I didn't sell and now it's on the way back-up, why, because this is what shares do. All these accusations against Sue H etc, pathetic, I know it was a ramp to an extent but was sure that Sue meant well. Personally I think this has potential and I'm staying in for the long-term, the product is good they are getting new contracts and why shouldn't it do well long-term. Investing in my opinion is about;

Investing a little here, a little there and holding for the long-term, then you will be rewarded, just don't put all your eggs in one basket and if you believe in the company's fundamentals then why shouldn't it do well.

neosenti - 04 Dec 2003 17:41 - 916 of 1924

Well said boroboys. Sue Helen got a bit carried away but she's right about the fundamentals. Patience is a virtue

momentum - 04 Dec 2003 17:44 - 917 of 1924

Well i wont gloat but i have been telling u where this share was heading. As for sue helen, i beleive she been very nieve. Anyway topping up quiet nicely. My placing price has changed to 8.5p as i beleive they will raise 2.5M by issueing 30M shares.

stephen

snowballroller - 04 Dec 2003 17:55 - 918 of 1924

good post,boroboys.
REMEMBER! All investors,don`t put all your eggs in one basket,PLEASE.
Anyway,i`m going in @ 11.5p, my first try after staying on sideline for nearly
two weeks.

BANKONE - 04 Dec 2003 17:58 - 919 of 1924

See Sue Helens ramping on REFLEC, there are similar ramps by SH, CYH she must be the MMs equivelant of a Horse tipster racing line. One will go in some day but itll be odds on.
This share only worth 8p at most DMOR - similarly feel sorry for people who surfed on the wave of the 18-21p tide lets hope there is something to be had when the fundraising starts

amrishbhim - 04 Dec 2003 18:04 - 920 of 1924

this will raise to upward soon...take my word for it... if these were value at just 8p then the director were given the wrong advice when there came out with the 55million shares of there own...the raise of 2.5 million will happen . been in the share market for many years ...sell if u wish but im staying on and all i can say is one think these will jump as there jumped before my last figure before christmas in these shares would be 22p

SueHelen - 04 Dec 2003 18:20 - 921 of 1924

draw?showVolume=true&enableMA=true&epic=


Sue.

SueHelen - 04 Dec 2003 18:22 - 922 of 1924

draw?showVolume=true&enableMA=true&epic=


Sue.

neosenti - 04 Dec 2003 18:23 - 923 of 1924

amrishbhim, I take your point and share your optimism but what makes you think the price will rise to 22p by christmas?

neosenti - 04 Dec 2003 18:25 - 924 of 1924

Sue, apart from the black line dropping well below the red line, what do these graphs tell you?

game_boy - 04 Dec 2003 18:29 - 925 of 1924

One of the questions for most people seriously following CWV... is what are the H2 results likely to be.....and how bullish may they be in any trading statement accompanying the funding RNS.....

Its probably worth spending a few minutes getting collective views on this......this is just back of fag packet stuff and I'll probably get accused of further ramping by the mob......but will get my calculator and spreadsheet out later..so watch out axe !!!

What do we know from the facts announced in June interims:

H1 results...Jan-Jun 03....

*Turnover rose by 55% to #905,000 (2002: #583,000)

*Losses before tax reduced by 66% to #116,000 (2002: #345,000)

*Successful sales of proprietary TDI architecture for futures and options
data feeds to the two largest futures and options exchanges in the USA,
(Chicago Mercantile Exchange (CME) and Chicago Board of Trade (CBOT))

*3 new clients signed for wholesale Digital Data Feed (DDF)

*9 new clients won following exclusive UK distribution agreement signed
with Data Transmission Network, Inc (DTN), a major USA-based price data
vendor

Since June it is all speculation....but my assumptions of timing of H2 key events and revenue:

Contract with CBOT was announced 04/04/03....and eCBOT was launched on 23/11/03...so in my view the bulk of the revenue for license, development, project mgmt would not be in the H1 results and will appear in H2...

Speculation based on printed sources is that a typical TDI licence fee is 500k+...plus development, implementation and project mgmt fees on top of that...plus annual support & maintenance..plus any other ancillary devpt they pick up on the back of the first contract.....so again IMO this could easily be 750k-1m revenue for CBOT alone.....the majority of which will be billed during H2.....

Plus the traditional Data Feed business..which generated 42%(507k) of their revenue in 02..so lets say another 250-300k in H2 03

Plus Data Management services..which generated 19% (229k) of 02 revenue...so lets say 125-150k in H2 03

We know that since June...CWV has signed another 6 ProphetX accounts...with all 15 generating revenue of circa 200 per terminal per month..of which CWV retain "a significant percentage of annual revenues from UK ProphetX sales reflecting its investment in the sales, marketing and customer support operations in the UK." Lets say an avg. 5 terminals per client = 15000 per month revenue for CWV from this month, up from 9000p/m in July when CWV started to market the product in the UK...so let's say 70k new revenue from ProphetX in H2 of which say 50% is retained by CWV and 50% paid back to TDN..

Plus Consultancy which accounted for 2% of 02 revenue...so lets say another 15k for this in H2 03


So H2 could be in my view revenue of between 1.2-1.5m...depending on the TDI element which is the hardest to predict...could be much more or less...

Assuming they keep their cost base stable at under 1m they are set to make EBIT of 200-500k for H2...following a loss of 116k for H1.....

The bit we can't see but the directors will be focusing on strongly with institutions at the moment...is the pipeline and revenue potential for TDI in the US/Europe/Asia...as well as ProphetX in UK and Europe....

That's where their negotiating leverage is in getting the best price in the placing....look at their track record....money from floatation invested wisely to develop products and clients....company close to or even past break even after 3 of the toughest years for tech stocks....major opportunity to increase revenue and margins with both TDI and ProphetX...all still looking good to me...

Appreciate your thoughts....positive ones only of course !!!
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